Valmark Advisers, Inc. Spdr Portfolio Intermediate Te Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Valmark Advisers, Inc. holds 14,594 shares of SPIB stock, worth $483,353. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,594
Previous 13,978
4.41%
Holding current value
$483,353
Previous $471,000
1.49%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio